Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website joins us for a discussion on recent US economic data and broad market selloff – outside of the small-cap rotation. 

 We begin by discussing last week’s market shifts, which saw lower targets in the S&P, NASDAQ, and gold materialize, and reflect on small-cap resilience amid broad tech sector weakness. Our discussion transitions into an examination of conflicting market signals, with particular focus on upcoming U.S. jobs data and inflation expectations. We explore the unique dynamics of the current business cycle, reflecting on historical patterns and the global economic landscape influenced by events such as the COVID-19 pandemic, supply chain disruptions, and geopolitical tensions.

Looking ahead, Mark provides a strategic forecast for a busy week marked by pivotal central bank meetings, including the Bank of Japan, European Central Bank, and the Federal Reserve, as well as crucial U.S. jobs data. His insights delve into the potential impact of these events on market stability and the broader economic environment.

Click here to visit Marc’s site – Marc To Market.